Iba/technical Mi Manager

  • £60000.00 - £75000.00 per annum
  • City of London
  • Mw Appointments

IBA/MI Manager - City to c£75,000

City based Lloyds Broker is seeking an experienced IBA Accounts Manager to lead a small team.

Overall Role:

Reporting to the Group Financial Controller, the IBA/Technical MI Manager will be responsible for the IBA division and the BI/MI reporting functionality of the business.

IBA Function

The role will include the responsibility of managing the IBA team on a day to day basis, the maintenance and day to day handling of the IBA Ledgers ensuring timely collection and/or settling balances from/to customers, overseas subsidiaries, affiliated offices within the group and supporting markets.

The role includes the responsibility for the timely completion of the Client Money Calculation and together with the Group Financial Controller be responsible for the adherence to the FCA CASS 5 rules.

Technical MI Function

The role will include the responsibility for the timely accurate delivery of management information, preparation of monthly fiduciary dashboards, provision of bespoke reports as requested by senior management, provide analysis and evaluation of data to inform decision making, and support the Group Financial Controller to ensure the appropriate reporting and analysis is in place to deliver financial, strategic and tactical improvements to the business.

Skills and abilities:

·Proven track record as an IBA Manager within a broking environment

·Prior experience of delivering MI reporting & visualisation designs

·Client Money/CASS 5 experience and knowledge

·Good excel skills

·People Management


·Accuracy and attention to detail

·Managing teams and projects

·Fiduciary accounting

·Able to work within a team and individually as required

Ref 6898

MW Appointments is acting as an Employment Agency in relation to this vacancy.

  • Advertiser: Agency
  • Reference: JO0000006898